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HEES

H&E Equipment Services
HEES

Delisted

HEES was delisted on the 30th of May, 2025.

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144 hedge funds and large institutions have $755M invested in H&E Equipment Services in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $2.05M

57% more capital invested

Capital invested by funds: $482M → $755M (+$273M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

4% more funds holding

Funds holding: 139 → 144 (+5)

1.53% more ownership

Funds ownership: 68.48% → 70.01% (+1.5%)

25% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 52

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
39
Reduced
52
Closed
18
Calls
$6.97M
Puts
$2.05M
Net Calls
+$4.92M
Net Calls Change
+$2.7M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$8.16M
2
Morgan Stanley
Morgan Stanley
New York
+$6.25M
3
BlackRock
BlackRock
New York
+$5.52M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$5.27M
5
DCM
Driehaus Capital Management
Illinois
+$4.06M

Top Sellers

1
PCM
Portolan Capital Management
Massachusetts
-$7.55M
2
PAM
Panagora Asset Management
Massachusetts
-$4.45M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.74M
4
Wells Fargo
Wells Fargo
California
-$2.56M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
101
AMP Capital Investors
Australia
$393K – – –
EGM
102
Engineers Gate Manager
New York
$358K +$310K +12,026 New
QI
103
QS Investors
New York
$343K – – –
PPCM
104
Pillar Pacific Capital Management
California
$340K – – –
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$333K +$25.8K +1,000 +10%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$332K -$62.8K -2,438 -18%
SG Americas Securities
107
SG Americas Securities
New York
$319K +$275K +10,688 New
SM
108
Southport Management
Wyoming
$298K +$258K +10,000 New
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$294K – – –
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$288K +$249K +9,651 New
PCM
111
Prelude Capital Management
New York
$283K -$30.9K -1,200 -11%
BCM
112
BTC Capital Management
Iowa
$282K +$242K +9,414 New
ASRS
113
Arizona State Retirement System
Arizona
$279K +$241K +9,373 New
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$278K +$48.5K +1,882 +25%
RJA
115
Raymond James & Associates
Florida
$242K +$209K +8,110 New
VAS
116
Vestmark Advisory Solutions
Massachusetts
$235K +$203K +7,887 New
Citigroup
117
Citigroup
New York
$214K +$137K +5,315 +282%
ProShare Advisors
118
ProShare Advisors
Maryland
$212K +$183K +7,095 New
APP
119
Alpha Paradigm Partners
Illinois
$164K +$142K +5,500 New
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$150K +$37.1K +1,439 +40%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$112K +$3.14K +122 +3%
FF
122
FourThought Financial
Florida
$100K +$87K +3,378 New
AIP
123
Ameritas Investment Partners
Nebraska
$80K – – –
Canada Life
124
Canada Life
Manitoba, Canada
$73K +$4.09K +159 +7%
Acadian Asset Management
125
Acadian Asset Management
Massachusetts
$71K -$201K -7,791 -77%
3 4
5
6 7

HEES Hedge Fund Activity: Q4 2020 in Review

144 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2020, worth a combined $755M — up 57% from $482M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEES positions and 18 closed out — a net gain of 7 holders — while 39 added to existing stakes and 52 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $8.16M. The largest seller was Portolan Capital Management, cutting an estimated $7.55M.

  • 144 institutional investors held H&E Equipment Services (HEES) as of Q4 2020, up from 139 in Q3 2020.
  • Funds reported $755M of H&E Equipment Services stock for Q4 2020, up 57% quarter-over-quarter.
  • 25 funds opened new H&E Equipment Services positions in Q4 2020 and 18 closed out, a net change of +7 holders.
  • The largest H&E Equipment Services buyer in Q4 2020 was Janus Henderson Group, an estimated $8.16M added.
  • The largest H&E Equipment Services seller in Q4 2020 was Portolan Capital Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q4 2020.